Center For Financial Planning, Inc. Ishares Russell Mid Cap ETF Transaction History

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 8,894 shares of IWR stock, worth $799,392. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,894
Previous 8,244 7.88%
Holding current value
$799,392
Previous $726,000 8.26%
% of portfolio
0.11%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$87.25 - $95.52 $56,712 - $62,088
650 Added 7.88%
8,894 $786,000
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $879 - $970
11 Added 0.13%
8,244 $726,000
Q2 2024

Jul 18, 2024
SELL
$78.66 - $83.59 $15,732 - $16,718
-200 Reduced 2.37%
8,233 $667,000
Q1 2024

Apr 25, 2024
BUY
$75.37 - $84.09 $9,571 - $10,679
127 Added 1.53%
8,433 $709,000
Q4 2023

Jan 29, 2024
BUY
$64.84 - $78.27 $1,556 - $1,878
24 Added 0.29%
8,306 $645,000
Q3 2023

Oct 24, 2023
SELL
$68.54 - $75.91 $30,980 - $34,311
-452 Reduced 5.18%
8,282 $573,000
Q2 2023

Aug 09, 2023
BUY
$67.49 - $73.03 $404 - $438
6 Added 0.07%
8,734 $637,000
Q1 2023

May 02, 2023
BUY
$66.27 - $75.04 $662 - $750
10 Added 0.11%
8,728 $610,000
Q4 2022

Jan 27, 2023
SELL
$62.09 - $71.89 $3,477 - $4,025
-56 Reduced 0.64%
8,718 $0
Q3 2022

Oct 14, 2022
BUY
$62.15 - $74.82 $807 - $972
13 Added 0.15%
8,774 $545,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $502 - $630
8 Added 0.09%
8,761 $567,000
Q1 2022

May 03, 2022
SELL
$72.29 - $82.89 $33,397 - $38,295
-462 Reduced 5.01%
8,753 $683,000
Q4 2021

Feb 08, 2022
BUY
$78.41 - $85.28 $2,195 - $2,387
28 Added 0.3%
9,215 $765,000
Q3 2021

Oct 27, 2021
SELL
$76.44 - $82.59 $86,071 - $92,996
-1,126 Reduced 10.92%
9,187 $719,000
Q2 2021

Jul 29, 2021
SELL
$74.82 - $79.61 $10,848 - $11,543
-145 Reduced 1.39%
10,313 $817,000
Q1 2021

May 10, 2021
BUY
$67.45 - $75.68 $5,126 - $5,751
76 Added 0.73%
10,458 $773,000
Q4 2020

Feb 09, 2021
SELL
$57.75 - $68.61 $127,627 - $151,628
-2,210 Reduced 17.55%
10,382 $712,000
Q3 2020

Nov 12, 2020
SELL
$53.47 - $60.19 $48,604 - $54,712
-909 Reduced 6.73%
12,592 $723,000
Q2 2020

Aug 06, 2020
BUY
$40.64 - $57.63 $35,356 - $50,138
870 Added 6.89%
13,501 $724,000
Q1 2020

May 11, 2020
BUY
$36.81 - $61.96 $63,165 - $106,323
1,716 Added 15.72%
12,631 $545,000
Q4 2019

Feb 14, 2020
BUY
$54.12 - $59.69 $590,719 - $651,516
10,915 New
10,915 $651,000

Others Institutions Holding IWR

# of Institutions
1,531
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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